Oak Family Advisors’s Vanguard Total Stock Market ETF VTI Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$515K Buy
2025
Q2
$448K Buy
2025
Q1
$226K Hold
2024
Q4
$238K Hold
2024
Q3
$232K Hold
2024
Q2
$220K Hold
2024
Q1
$213K Buy
2022
Q1
Sell
2021
Q4
$494K Hold
2021
Q3
$455K Buy